PURPOSE:

The Client Service Assistant is accountable for the day to day creation of new member accounts and supporting the sales team when on-boarding new clients. The role will deliver operational effectiveness ensuring TAT on client creation is prompt for excellent client experience at first touch point.

PRIMARY RESPONSIBILITIES:


Checking on the correspondence email and
Keeping and updating records of all
Conduct proper due diligence on client accounts &
Ensuring proper application forms have been dully filled & conducting any data entry for account creation.
Creation of online account
Update client static
Communicate effectively with the client, sales team, and other members to ensure tasks/deliverables are efficiently completed.
Carry out banking
Filing and archiving of documents
Arrange for mail and courier services
Any other duty as may be given by the Operations team


Academic and Professional Requirements

Education 


Bachelor’s degree in business related studies.    E
Professional Qualifications    ICDL or Computer Packages    D


Experience Required: 


One year Relevant experience